Dataset View

The Dataset view serves as the source of truth for all your board data. It provides complete access to your unfiltered data and is where you manage your columns and their properties.

Tip

Think of the Dataset view as your “master view” - it always shows all data without any permanent filters or restrictions.

Key Features

Complete Data Access

View all rows and columns without any permanent filters or restrictions.

Column Management

Add, remove, and configure columns with full access to all properties.

Temporary Filtering

Apply quick filters for data review without affecting other views.

Direct Data Entry

Add and edit data directly in a familiar spreadsheet-like interface.

Column Management

1. Access Column Properties

   • Click the three vertical dots (⋮) next to any column name
   • Select “Edit” to modify column settings

2. Configure Settings

   • Adjust column name and description
   • Set required/optional status
   • Configure “Set using logic” properties
   • Define column-specific settings

3. Manage Column Order

   • Drag and drop columns to reorder
   • Hide or show columns as needed

Working with Data

Data Entry

Direct data entry capabilities:

• Click cells to edit values
• Add new rows at the bottom
• Bulk edit multiple rows
• Copy and paste functionality

Quick Filters

Temporary filtering options:

• Filter by column values
• Multiple filter combinations
• Clear filters easily
• No impact on other views

Data Export

Export capabilities:

• Export to CSV/Excel
• Select columns to export
• Filter data before export
• Maintain data integrity

Common Tasks

Adding Columns

1. Click the ”+” button in the column header area
2. Select column type (Data or App column)
3. Configure column properties 4. Set any default values or logic

Managing Rows

Row Operations

• Add new rows manually or through automation
• Delete rows with proper permissions
• Bulk update multiple rows
• Sort rows by any column

Temporary Filtering

Quick Filter Options

• Text-based search across columns
• Column-specific filters
• Combined filter conditions
• Clear all filters option

Best Practices

Organization

• Keep related columns together - Use clear column names - Maintain consistent formatting - Document column purposes

Data Management

• Regularly review data quality - Clean up unnecessary rows - Verify column settings - Maintain data integrity

Caution

Changes made to column configuration in the Dataset view affect all other views that use these columns.

Tips and Tricks

Power User Tips

1. Quick Navigation

• Use keyboard shortcuts for faster navigation
• Tab between editable cells
• Use Enter to move down rows

2. Efficient Filtering

• Combine multiple column filters
• Save commonly used filters
• Use wildcards in text filters

3. Column Management

• Group related columns together
• Hide unused columns
• Use consistent naming patterns

Related Resources

Data Columns Learn about available data column types and their configuration

App Columns Discover columns with built-in behaviors and functionality

Logic Builder Create dynamic column values and automation rules